♪♪ >>> good wednesday morning welcome to another hour of "squawk on the street" i'm carl quintanillasy day for eco data of course the headline number so far has been retail sales, 3% versus a 2% expectation. auto and gas up two six. almost three times the estimate. rick santelli has more >> december reads, it's two months in arrears for business inventories and if it's higher it can add to fourth quarter gdp which is strong. came in as expected, expected up three tenths, three tenths was delivered. how does that figure in? october was two tenths and in the rear view mirror november was four tenths, right in the middle interest rates have been tame this morning thus far, especially considering strong retail sales, at least on a seasonably adjusted basis. we have another number out our february read on national association of home builders, housing sentiment index, and for that we head east to diana o' l lick >> ohome builder rose for the second straight month. it had been as low as 31 two months ago this is the biggest monthly increase in sentiment since june of 2013. of course sentim

i'm carl quintanilla with jim cramer at post nine of the new york stock exchange. market waits for chair powell today speaking in the noon hour. the ten-year yield back to 3.7 bostic and kashkari talk hawkish. our roadmap begins with the street as we seek clarity about rates. the president expected to push for quadrupling the stock buyback tax. and chatgpt in focus >>> the chair later on today -- yesterday it was bostic, this morning it's kashkari, not lowering my rate path. still 5.4. argues that core services x housing has made little progress >> i think it's the opposite i think the only thing that has not made great progress is they have not had disinflation of wages. housing is actually lower in a lot of the hot areas a lot of the raw costs that go in natural gas is so incredibly important to our fabric and that's been -- talk about disinflation, that's crashed i find that where we are now, is that there are companies that have put through price increases and they got rolled back costco will take care of food. tyson took care of it with its own bumbling one of

i'm sara eisen here with carl quintanilla.of the new york stock exchange setting the agenda for us today, we have pepsico's ceo, ramon laguarta on the pulse of the consumer and a tough macro environment. his outlook on price hikes and demand, as the stock comes off of strong earnings and sales in q4 >>> later on, former federal reserve vice chair richard clairda, that has this market overpriced a recession like bullard suggested today? we'll talk some inflation, rates, potential soft landing, all ahead of the minutes this afternoo

i'm sara eisen and carl quintanilla and david faber.he new york stock exchange. take a look at stocks on the final trading day of the month of february. hasn't been great month for investors. unchanged on the s&p 500 nasdaq outperformed. that's been the theme of the month and of the year so far, where the s&p 500 is going to go out with the month with a decline of more than 2%. the dow even worse, negative for the year nasdaq composite is up for the year and had a lesser decline for the month of february. we're about 30 minutes here into the trading session. we've got three big movers we are watching target topping wall street estimates for the first time in a year as its holiday quarterly sales rose 1% from the same year-ago period. we have more on that name later this hour. zoom, rallying after posting a beat on the top and bottom lines for the fourth quarter it's not rallying anymore. it was premarket had a gain of 4% negative now the stock still down around 40% over the last 12 months of trading. then norwegian cruise lines sliding,

tomorrow "squawk on the street" is next ♪ >>> good morning, welcome to "squawk on the street," i'm carl quintanillaith jim cramer, david faber at mpost nine of the net new york stock exchange. disappointing corporate results today and yields back on the ten-year fed returns this week, including the fed chair tomorrow our road map begins with rising hopes for a soft landing goldman ups its near-term s&p target and tech stocks roared back so far. >> there is still pain out there. nestle is warning of more price hikes ahead. tyson is challenged by cost, and dell is cutting 5% of its workforce, saying, "market conditions continue to erode." >>> plus tesla's surge, musk and company found not liable in a class action suit. shares are up yet again after that 54% surge so far this year. >>> let's start with the markets and this new week of trading, jim. all weekend long, there were dissections of the yolo we got on thursday, whether single stock call option volume or short covering, best in ten years. >> look, i thought it was remarkable, because it should have been down it's almost like we got the do-over

welcome to "techcheck," i'm carl quintanilla.y. best day since 2013. the nasdaq surged 2% yesterday another 2% today all ahead of three major earnings reports tonight apple, amazon, and alphabet coming this afternoon, dee. >> it will be a big one. welcome to "techcheck. we'll cover it all mixed day on the street.

squawk on the street" is next ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanillaith david faber at the new york stock exchange mike santoli is with us in a moment cramer has the morning off premarket is adding to thursday's losses, biggest pullback in four weeks as these higher yields pressure stocks. ten-year pops to 3.92% options expiration today road map begins with rate fears and the fed. goldman and bank of america now see three hikes before the end of the year. >>> deer raises quarterly profits and cites stronger demand in favorable market fundamentals >>> and you have shares of doordash getting a boost from stronger sales quarterly deliveries topped analyst forecasts. >>> let's start with the markets. dow is on pace for its third negative week in a row the ten-year hit the highest level since november earlier today. dollar this morning, six-week high david, some of these notes from goldman and bank of america almost rhyme, adding another 25 to june would take you from about 5.25 to 5.5. i think bank of america, still looking for a cut next march, but obviou

i'm sara eisen with carl quintanilla and david faber.we're rallying today lower for the week by more than 1%, but a nice 0.8% gain for the s&p 500. technology in the lead thanks to nvidia, but energy, real estate, industrials, financials having a strong start to the morning. the nasdaq up 1% we're 30 minutes into the trading session. here are the big movers we are watching start with nvidia, why the nasdaq is leading soaring after beating estimates. the chipmaker's revenue outlook topping expectations the ceo jensen huang optimistic about a.i. >>> alibaba, the company smashing expectations on the top and bottom line and forecasts stronger demand ahead. the stock up 4%. keep an eye on domino's in the red deeply here after tough result there's ceo russell winer saying, quote, we experienced significant pressure on our u.s. delivery business in 2022 and focused our efforts on creating solutions. not something that investors want to hear so today it's really a deep dive on the consumer because we have a ton of earnings results and some econo

i'm carl quintanilla along with deirdre bosa and jon fortt today.e ceos of three big movers today. twilio surging on earnings and this buyback announcement, and synopsys and toast gets burned, down 20-plus percent after a wider than expected loss. >>> opening the door for more gains, doordash up 43% this year ahead of its earnings after the bell we have a preview of a very busy session on the micro and macro, dee. >> we begin with a look at today's markets. investors arst

." ♪ >>> good nond monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdavid faber has the week off lower yields help today as durables disappoint, dollar below 1.05 our road map is going to begin with stocks looking for this bounce after the worst weekly losses of the year buffett pushing back on buyback critics saying, they are, "an economic ill liteiterate or silver-tongued demagogue." >>> activist success a hedge fund presses for change. >>> let's begin with the markets, though, coming off their worst week of the year volatility in the so-called fear gauge is in focus. data says more call options are betting on a rise in the vicks, and it changed hands on an average day this month than any time since of march of 2020. this story is everywhere >> i found it astounding we've already had a big selloff. last week was a very negative week we come in with interest rates going down because of the soft durable goods number, but then we have, look, i always like to refer to mike wilson he's been right. i make fun of him periodically, but he's been right. he sa

i'm deirdre bosa with carl quintanilla and jon fortt. than 30% after earnings expedia shares also lower after its own miss on revenue. the ceo joins us exclusively this hour. later, the ceo of draftkings live from phoenix ahead of the super bowl with a 30-second ad spot going for $7 million this year, carl >> dee, we'll start with the move lower in stocks for the week the nasdaq up 12% for the year, bu

i'm sara eisen with carl quintanilla and david faber has the morning off.k exchange take a look, stocks selling off hard down 453 points on the dow, the s&p losing 1.5%. the nasdaq hit the hardest 1.8%. it's all about the economic data today. the pce deflator, key inflation metric, hotter than expected for january. we've got new data out at the top of his hour. rick santelli has that. >> thank you our january read on new home sales expected around 620,000. seasonally au justed annualized units better, 670,000 seasonally adjusted annualized units, the best level since march of '22, which puts it up over 7% for the month. university of michigan, sentiment, february final read, 70.4, and that -- excuse me, 70 - 67.0 that replaces 66.4 on current conditions 70.7, that replaces 72.6 and on expectations what lies ahead, 62.3 turns into 64.7 we could see the headline and expectations bested the mid-month read, but we do notice that the current conditions, maybe the most important issue, is a little bit lower. now for the money numbers, one-year inflation comes in

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david fabert the new york stock exchange jim cramer is in miami january jobs are a blockbuster, 517,000, more than double the estimate unemployment down to 3.4%, the lowest in 50 years wage growth, though, is in line, and participation improves you got yields up, but the two-year, still below 4.25%. our road map is going to begin with that stunning jobs number, blowing past expectations, the strongest gain since july. >>> plus we have a big tech triple-header, apple's steepest sales decline in more than six years, amazon's first unprofitable year since 2014, and alphabet facing increased pressures in the advertising market >>> and ford's ceo is vowing to perform the company, the auto maker delivering a wide earnings miss, hurt by ongoing cost and supply chain issues. >>> let's begin withthat january jobs number, jim what a combination of a huge headline number but a lot of the internals that we would ordinarily worry about in that situation aren't exactly happening. >> no. i mean, is this a great

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramert the new york stock exchange david faber is at disney studios in burbank his exclusive with bob iger is coming up in a couple minutes. meantime, futures pretty resilient here as yields back off a little bit, and some decent corporate results, especially in consumer, pepsi, hilton, sonos tapestry, all higher, premarket. let's begin with disney. up sharply in the premarket after announcing this restructuring, including plans to cut about 7,000 employees and $5.5 billion in costs. company also posting a quarterly beat, although disney+, jim, did move to some sub losses, a lot par for david to cover >> a lot of things that say that nelson peltz is wanting, we got. we got accountability of divisions, cost structure coming down, which is good because the revenues were up but not making enough money we got very, very good clarity, by the way, on what it would take to have even -- get back a modest dividend, which was terrific this was a tour de force conference call and a series of amazing m

i'm carl quintanilla jim cramer is back david faber as well. futures starting the week led by guidance of walmart and home depot. ten-year 3.9 roadmap will begin with a checkup. walmart and home depot with cloudy openings. >> pressure is building in the biden administration accusing norfolk southern putting profits over safety. the ceo promising to do right by the company. meta to launch a new pay verification service my friend jim cramer here calls it a great beginning. >> let's get a rough start for walmart and home depot guidance disappointing the street and overshadowing the quarterly results. of the two, which do you want to handle first >> walmart, because it's the biggest retailer in the world, begs to see why it should be down as much the reason i say that -- this also applies to home depot walmart has historically being very conservative. the quarter was very good. let's figure out what they really have to do. you're john rainy, the fabulous cfo from paypal now at walmart is there anything that would make him want to be aggressive abou

i'm deirdre bosa along with jon fortt and carl quintanilla >>> tensions in the sky with u.s. penn dual with a super bowl ad cyber security company checkpoint beating estimates and in positive territory. we'll talk exclusively to the ceo. >>> is the nfl that keeps linear tv alive we'll discuss that. >>> we are watching inflation closely this week with the cpi and ppi reports both due out right now we're higher across the board with the nasdaq leading those gains. microsoft a big winner today, as you were just hearing up more than 3%. one of the top five performers on the s&p and nasdaq 500. >>> let's start in china despite rising political tensions over spy balloon, the country is advertising itself as open for business. and the kweb is holding gains. "the wall street journal" reporting that apple's tim cook and pfizer's albert bourla plan to visit next month. joining us on what to expect from this reopening is eunice yoon back on the beat, live in beijing. hi again, eunice >> reporter: hey, carl because of the strict travel restrictions as well as onerous quarantines, very fe

i'm jon fortt along with deirdre bosa and carl quintanilla. we'll look at what that means for the markets and the high bid of plays plus, checking in on the semi. we'll speak with the ceo of global foundries as that stock rallies more than 6% on the back of strong results. >>> coinbase up nearly 2%, looking to break its eight-day losing streak as the stock fell more than 18%. is this a sign the selloff was done >>> let's begin with inflation numbers. shelter and energy some of the top contributors to the upside let's bring in cnbc senior economics reporter steve liesman, senior markets commentator mike santoli as well steve, i think you're also watching dallas fed. >> lori logan making comments, and talking tough. she is worried about a costly cost sprirl. anticipates they need to keep gradually raising the funtdz rate she says before she's going to stop, conditions need to be restrictive. she says the fed has to be prepared to continue increasing rates for longer than anticipated, and doing less on the other side if that's also necessary. the

i'm carl quintanilla with jon fortt. about all of this hype. vimod khosla will join us later this hour. and uber coming back to art after a pop at open, but some pretty positive territory from dara today >> it did turn negative for a moment there

i'm deirdre bosa along with jon fortt and carl quintanilla >>> tensions in the sky with u.s.curity company checkpoint beating estimates and in positive territory. we'll talk exclusively to the ceo. >>> is the nfl that keeps linear tv alive we'll discuss that. >>

. >> good thursday morning i'm carl quintanilla with sara eisen live on the floor of the new york stock exchange. jpmorgan's chief economist, we'll get his first take on gdp and jobless claims and the questions many investors are asking, where have all the doves gone >>> we also have china's beige book ceo, leland miller on this year's head fake for china's growth that's what he's calling it, even though alibaba shares are up on blowout results. >>> ceo mark fields, tough week for evs, lucid crumbling, tesla is lower on the week earnings reaction from nikola. >>> stock losing momentum in the last few minutes s&p flirting with the 4,000 level. we were higher earlier we lost a lot of the gains up 0.2 on the s&p. nasdaq was up on nvidia and ai enthusiasm let's bring in mike santoli. turn in the markets this morning. what happened? >> it's a little test of how much nvidia is really a bellwether and how much is a unique, singular situation i think we got a little of a verdict on that. nvidia right now, its gain is more than the overall gain in the s&p 500, so it shows you the rest of the mar

i'm deirdre bosa with carl quintanilla and jon fortt. disney, 5,000 employees laid off. nelson peltz declaring victory and an end to the proxy fight right on our air this morning. >>> sonos shares higher after a big beat on revenue and earnings the ceo with us exclusively this hour. >>> affirm gets a bump and we look ahead to paypal tonight >> that's right. disney, though, is where we're going to start the stock is up, let's see, 2.75% after results unveiling a restructuring plan that includes $5.5 billion in cost cutting part of that, 7,000 layoffs. the company beating on revenue and eps, saying it would focus on getting its streaming business to profitability by the end of next year and no longer provide guidance on subscribers. a big question from wall street as the company plans for its stake in hulu, here's what ceo bob iger told our david faber. >> hulu, by the way, is a very successful platform and a good consumer proposition but everything's on the table right now. i'm not going -- >> you mean -- >> i'm not going to speculate whether we're a buyer or seller of it

>>> good monday morning, i'm sara eisen with carl quintanilla. setting the agenda today, cowen ceo jeff solomon as the two-year yield reaches its highest level since 2007 and wolf research teases rate hikes. >>> mark mobius with us, his bold global call. >>> later rockefeller's ruchir sharma says the classic stocks are a bubble. >>> dow did have early session highs, up 300-plus overall, still circulating around s&p 4k. macro touchstones like ism, a handful of retail earnings, target and so forth and lowe's, and some tech, workday and zoom and so forth. >> tesla having an analyst day on wednesday the theme continues to be how the stock market is digesting the move in the bond market, which is showing sharply higher yields on the bang of strong data today's durable goods numbers, the headline was ugly because boeing was down, it's volatile around aircraft, showed strong demand for shipments and continues higher data. cathie wood told us it's a warm january, let's see what's happening. you can't deny a fact across a number of retail sector, inflatio

i'm carl quintanilla with deirdre bosa and jon fortt >>> the nasdaq goes pop and what the red hot number means for tech today deep dives on the results of the biggest of the big why apple turned around in today's session and amazon has not. later on an exclusive with the ceo of microchip, why the street thinks that stock is undervalued. what a friday, dee. >> what a friday we made it let's look at the markets as we close out a very busy week of earnings and economic data the nasdaq still down about 0.2%, but we were down as much as 2% in earlier trading right now it is down, like i said, 0.2% the dow up by a few points, 40 despite turning lower after earnings results, look at the mega caps. apple is positive. alphabet has been trying to make it amazon has clawed back a lot of the downside the nasdaq is on track for its longest weekly winning streak since november of 2021 all of that on the back of results that, let's face it, weren't all that great. >> yeah. well, let's start with apple, dee. iphone revenues falling as they continue to face supply chain issues in china, but a ceo tim coo

welcome to "techcheck," i'm carl quintanilla. a 20% pop for meta as mark zuckerberg pivots to efficiency. best day since 2013. the nasdaq surged 2% yesterday another 2% today all ahead of three major earnings reports tonight apple, amazon, and alphabet coming this afternoon, dee. >> it will be a big one. welcome to "techcheck. we'll cover it all mixed day on the street. the dow is falling but the nasdaq ripping it certainly is. better than expected results from meta. improved sentiment around tech shares the nasdaq is up nearly 3% on the s&p 500 up about 1.5%. the dow industrials under water by a little bit. that move higher coming on the back of the fed-fueled rally yesterday as the fed started to acknowledge inflation is slowing. nasdaq is up 4.5% this week. consumer discretionary, those are the sectors leading. energy and materials are lagging. >> we'll start with the efficiency mep talty at meta today. some people make new year's resolutions every january claiming this is their year but meta seems to mean it this time. stock

i'm carl quintanilla with jon fortt. we'll ask chatgpt's first venture investor about all of this hype. vimod khosla will join us later this hour. and uber coming back to art after a pop at open, but some pretty positive territory from dara today >> it did turn negative for a moment there, but i cannot take my eyes off of alphabet. the ai race continues to play out among tech titans and on wall street today, that is hitting shares of google parent very hard. we're at session lows down nearly 8%. this is amid around an all-around messy rollout of its chat competitor. at its own ai event in paris, there was no ceo, and there was mo public launch date, unlike microsoft's date yesterday, bard played a supporting role to other announcements at the company. wall street certainly took note, some saying the features pale in comparison to microsoft's announcement yesterday and the demos were too niche the ai chat known as bard gave an incorrect answer in an online ad that is makinging the rounds on twird this all gives the impres

i'm carl quintanilla with juliannajon fortt and deirdre bosa we'll tell you what's driving the latest buzz word. >>> the exclusive with arm ahead of the coming ipo. >>> later on, the future of television, the biggest media insiders in the industry predict the next three years for tv. jon, you definitely have the lead today >> yeah, carl, i'm here live at microsoft headquarters in redmond, washington. this is about artificial intelligence openai ceo sam altman tweeted a photo of himself with microsoft ceo satya nadella. microsoft's multibillion investment in that company comes atdz they pushed hard on ai being the next great accelerator for their software business. i'm going to be speaking to satya nadella live on cnbc this afternoon, late morning pacific. the question now, how much of a first mover advantage does microsoft have with this openai partnership? i recently spoke with the ceos of c3.ai, forthought and large language models and how those are improving their ai models. i spoeke with the ceo of navan, integrating chatgpt to automate expense reports. that news out today. google

i'm carl quintanilla with deirdre bosa jon fortt is on assignment. >>> the nasdaq continues struggles to build on a five-week win streak which takes us to pinterest, take-two and activision exclusives with the ceos of bill and on semi. one warning a slowdown is here. >> that's helping to keep the nasdaq under water the index has come out swinging this year, notching five straight weeks of gains. that is its longest winning streak since it reached record highs back in november of 2021 sentiment was a little different then this comes despite bumpy earnings from the biggest names in tech, including the mega caps which we've heard from over the last few weeks what can we look for for the rest of the quarter, the year? sara buller joins us thank you for being with us. what's going to be driving the tech trade for the next quarters, for the next year? earnings were bumpy to weak, but the market seems to have taken it in stride what keeps it working amid higher trades and the weakening macro? >> the climate is climbing a wall of worry and i think it takes into account that the stock market i

good friday morning, i'm sara eisen with carl quintanilla live on the floor of the new york stock exchange setting the agenda for us today, ian bremmer will join us, one year into the war from russia and ukraine, as china this morning calls for a cease-fire the supply shop for food as the global conflict presses on. >> david rosenberg will join us during this tough week for stocks as investors today get to digest hotter than expected inflation data while the secret to his strategy is one word -- cash. >>> plus, the ceo of devon energy why theplunge in natural gas i having a serious impact on the bottom line. >> sara mentioned the markets. it's been a tough run. dow down 450, below some critical levels, some argue, around 3950. we are on pace for the worst week since december in a third weekly pullback. >> bank of america saying investors yanked $9 billion from u.s. equities this week and piled $5 billion into sovereign bonds. $10 billion went into investment-grade corporate bonds. mike santoli with us as everybody adjusts to this new world where the fed hikes rates more than originally exp

let's get over to carl and sara on the floor >>> good morning i'm carl quintanilla along with sara eisen on the new york stock exchange dan niles calling for rates to rise to 6% as morgan stanley pushes its first rate cut prediction back to early 2024. >>> bob iger's second first 100 days as ceo. michael nathanweighs in. >>> exclusive with affirm ceo max levchin with shares down 70% over the past year, the company cutting a fifth of its workforce earlier this month. >>> the final day of february ending with a bit of a whimper s&p unchanged. some strength in services and materials. the nasdaq outperforms by just a bit but it has been a down month for stocks the dow leading 4% on the month. investors searching for a turn in sentiment consumer confidence declined again in february. of the 420 companies that reported in the last week, the number of companies lowering guidance doubled the number of those raising. this back drop leading morgan stanley to say they now see the fed delivering the first rate cut in march 2024. previous estimates was for that to happen in december '23. let's bring

i'm sara eisen here with carl quintanilla. we are live for you on the floor of the new york stock exchange setting the agenda for us today, we have pepsico's ceo, ramon laguarta on the pulse of the consumer and a tough macro environment. his outlook on price hikes and demand, as the stock comes off of strong earnings and sales in q4 >>> later on, former federal reserve vice chair richard clairda, that has this market overpriced a recession like bullard suggested today? we'll talk some inflation, rates, potential soft landing, all ahead of the minutes this afternoon. >>> plus, a rare interview with sequoia managing partner roelof bot botha. we'll get his take on the valley's new obsession with ai and why he thinks elon musk will eventually succeed at twitter. >>> meantime, markets trying to ride a pretty narrow range right around 4k. dow has been in and out of the red. obviously, some of the comments by bullard today along with some additional retail touchpoints like tjx, all getting absorbed but the fed minutes this afternoon

i'm deirdre bosa with carl quintanilla and jon fortt. today, lyft craters guidance, tanking that stock more than 30% after earnings expedia shares also lower after its own miss on revenue. the ceo joins us exclusively this hour. later, the ceo of draftkings live from phoenix ahead of the super bowl with a 30-second ad spot going for $7 million this year, carl >> dee, we'll start with the move lower in stocks for the week the nasdaq up 12% for the year, but on pace to break a five-week win streak that divergence between the performance of the major indices is a big one the nasdaq outperforming the dow by double digits in '23. although i know mike santoli has taken issue with some of how that's sliced. >> well, it's factual. and i think the main takeaway is that you just turn last year's standings upside down. that's what you got. so, this january into february in particular, you have one of the more pronounced worst to first type dynamics. i think you can pull back a little bit and say 2022 was probably the peak of technology and other me

i'm carl quintanilla along with deirdre bosa and jon fortt today. ahead we'll speak with the ceos of three big movers today. twilio surging on earnings and this buyback announcement, and synopsys and toast gets burned, down 20-plus percent after a wider than expected loss. >>> opening the door for more gains, doordash up 43% this year ahead of its earnings after the bell we have a preview of a very busy session on the micro and macro, dee. >> we begin with a look at today's markets. investors are digesting that harder than expected ppi report, and hawkish commentary from fed president mester the dow industrials down 0.7% and nasdaq comp off 0.5% cheeldz are shooting higher with ten-year back above 3.8% we are getting news out of the new york fed let's get over to steve liesman. >> the new york fed in fourth quarter household debt reported debt surged by $394 billion in the fourth quarter prp that's the largest increase in two decades. breaking it down, mortgages up a strong $254 billion. credit cards up $61 billion, the largest quarterly increase in

i'm carl quintanilla with jon fortt and deirdre bosa this hour, higher for longer a couple of fed officials with hawkish commentary as hedge funds rush to rally at the second fastest pace in a decade. we'll debate the case for a new 50-basis-point hike. >>> a dash of doubt. doordash unable to hold gains despite an upbeat outlook. we'll hear from tony xu. snooi. >>> salesforce to settle we hear they soon may reach a deal, ahead of exclusive interview with steve ballmer from the l.a. tech summit. jon? >> would he start with what you mentioned first, fed higher for longer jim bullard and mester making it clear a 50-point rate hike is back on the table for next month. steve liesman has the details. >> hawkish speech yesterday, braces for an onslaught of speeches next week more than a quarter of the fed committee is scheduled to take the podium to talk about the economy, along with minutes from the february meeting cleveland fed president loretta mester and st. louis' jim bullard said they supported a half-point hike at the february meeting and wouldn't rule one out for the next one all of this

. >> here's carl quintanilla with jon fortt and deedra bosa. tech has been soaring this year, but is the rally in some of the most beaten-down names real or a reversion of the mean? we'll talk about that with dan niles. his fund made money in a very tough market two earners going in opposite directions, airbnb with this massive beat, profits and shares surging. is the company a tech pioneer or a well-run travel business we'll discuss. and shares of akamai down. the ceo will join us in a few minutes first on cnbc. >>> now let's take a little closer look at this year's rally. the nasdaq is already up 14% what kinds of stocks are driving that some of it is unprofitable tech. the top holdings in goldman sachs' nonprofitable tech basket, they have a basket full of nonprofitable tech, it's surging this year from kathy wood, darling exec sciences to okta and so fi or maybe you're interested in squeezing hedge funds short. some of the most crowded shorts include tesla, airbnb, and coin base speaking of crypto, firms linked to the space like macro strat

i'm jon fortt along with deirdre bosa and carl quintanilla.hat that means for the markets and the high bid of plays plus, checking in on the semi. we'll speak with the ceo of global foundries as that stock rallies more than 6% on the back of strong results. >>> coinbase up nearly 2%, looking to break its eight-day losing streak as the stock fell more than

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdavid faber, live at the post nine new york stock exchange got a ceo hat trick this hour, amd, peloton, all on their quarterly results. adp comes in light at 106,000, less than half the prior month, and euro zone inflation did fall our road map begins with decision day for the fed will we see the smallest rate hike since last year >>> amd is getting a lift after beating analyst expectations ceo lisa su is going to join us just a few moments from now. >>> a different story for snap, amidst the digital ad slowdown the shares, they're going to be down sharply after the company warned it expects significant headwinds to persist throughout the current quarter. >>> let's begin with the fed as investors look ahead to that decision this afternoon. jim, wegot adp under our belt, eci yesterday. what do you think this means to them >> i think that they like the direction. i think they know, first you have to have hiring cool, then you have to have not wage slowing but actual wage reduction, and t

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber't like the macro today. appro ppi comes in hot, up 0.7, although the year on year is a fresh sicycle low. >> lot of fed speak. our road map is going to begin with the murky macro

i'm carl quintanilla jim cramer is back david faber as well. ten-year 3.9 ro

squawk on the street" is next >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanillaaber here at the new york stock exchange pretty busy morning. futures do pare some gains gdp price index, jobless claims with a one handle, ten-year yield continues to set new highs for the year at 3.96%. road map is goin

." ♪ >>> good nond monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramers durables disappoint, dollar below 1.05 our road map is going to begin with stocks looking for this bounce after the worst weekly losses of the year buffett pushing back on buyback

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim crameray after the biggest selloff since mid-december, jim bullard on "squawk" not as hawkish as some may have feared our road map going to begin with stocks struggling to bounce. bullard says markets are overpricing recession risk >>> plus

squawk on the street" is next ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanillaa moment cramer has the morning off premarket is adding to thursday's losses, biggest pullback in four weeks as these higher yields pressure stocks. ten-year pops to 3.92% options expiration today road map begins with rate fears and th

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david faberobs are a blockbuster, 517,000, more than double the estimate unemployment down to 3.4%, the lowest in 50 years wage growth, though, is in line, and participation improves you got yields up, but the two-year, still below 4.25%. our road map is going to begin with that stunning jobs number,

street" is next we apologize ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla of yesterday's rally as we dive into consumer names today. at least five fed speakers after chair powell's remarks on tuesday as well. our road map begin

i'm carl quintanilla with jim cramer at post nine of the new york stock exchange. noon hour. the ten-year yield back to 3.7 bostic and kashkari talk hawkish. our roadmap begins with the street as we seek clarity about rates. the president expected to push for quadruple

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdios in burbank his exclusive with bob iger is coming up in a couple minutes. meantime, futures pretty resilient here as yields back off a little bit, and some decent corporate results, especially in consumer, pepsi, hilton, sonos tapestry, all higher, premarket. let's begin with disney. up sharply in the premarket after announcing thi

tomorrow "squawk on the street" is next ♪ >>> good morning, welcome to "squawk on the street," i'm carl quintanilla the net new york stock exchange. disappointing corporate results today and yields back on the ten-year fed returns this week, including the fed chair tomorrow our road map begins with rising hopes for a soft landing goldman ups its near-term s&

i'm carl quintanilla with jim cramer, david cramer is at the new york stock exchange.acro and micro, target, goldman, chevron, zoom and more. our roadmap begins with stocks, on pace for the second negative

street's" coming up right now ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanillat speaking of the two-year, two-year yield hits 4.66%. our road map is going to begin with tesla, strong start to '23.

the street" is in the case ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanillaaber has the morning off. stocks are adding to a third weekly loss as the data again comes in hot, core pce, highest annual rate since october, personal spending, best monthly gain in almost two years our road map is going to start with inflation still running warm, the fed's favorite pce gauge accelerates in